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The private equity market is navigating through a period of volatility, driven by inflationary pressures, rising interest rates, and geopolitical uncertainties. While some regions, such as North America and Asia-Pacific, remain confident in the face of these challenges, others, particularly in Europe, are more cautious. Despite these regional diffe...

With the return of the Trump administration, observers expect meaningful changes in political direction and economic and tax policy, but specifics and timing are unknown. Given the degree of uncertainty, investors should remain diversified and focus on both risk and liquidity management. Within private equity, deals that emphasize operational impro...

Over the next 18 months, many of us will be extensively planning for two approaching deadlines: the Corporate Transparency Act (CTA) reporting slated for December 31, 2024 and the sunsetting of bonus transfer tax exemptions under the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Hear what family offices and UHNW families are thinking about as ...

FOX CEO Peter Moustakerski sat down for a video interview with long-time FOX member Ray Dalio. He is the founder of Bridgewater Associates, the world’s largest and most successful hedge fund. Ray is a legendary investor, global macro innovator, thought leader, and best-selling author of several books. During the fireside chat, Peter and Ray talk ab...

Growth is at the top of the menu for finance leaders as Grant Thornton’s CFO survey shows that the uncertainty associated with the U.S. election in 2024 has given way to unrestrained optimism about the U.S. economy and meeting business goals. Other results from the survey were broadly aligned with high growth expectations—and with the transformatio...

When evaluating Family Enterprise Advisors, you need to feel confident in the advisor’s competency, objectivity, and responsiveness to your needs. Giving someone access to the most significant parts of your life can be challenging, which is why following four key tips will help with your advisor selection and choose a trustworthy advisor you can re...

Rick Rieder, CIO of the largest asset manager in the world joins us to share his perspectives across asset classes and global markets. We will cover key topics such as the US & global economic outlook and opportunities across public and private investment strategies, including sectors expected to outperform and an overview of the key macr...

With the new administration in the U.S. and its focus on various parts of the Tax Cuts and Jobs Act (the TCJA) and the estate tax, changes are expected amid the balancing of competing considerations. In this 10-minute interview, Jason Kohout, partner and co-chair of the Family Offices group at Foley & Lardner, and John Strom, federal lobbyist a...

“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as ...

Today, private equity real estate funds need innovative accounting technology to develop real-time insights and make financial decisions quickly. Having access to a team with dedicated Enterprise Resource Planning (ERP) technology specialists means fund leaders have the resources to implement and maintain systems and ultimately streamline accountin...

There is a renewed sense of urgency around racial equity investing in the wake of the COVID-19 pandemic and the widespread protests after the deaths of George Floyd and others. By taking on three achievable actions and staying committed to them, investors can help address racial inequities in their investment practices and portf...

The IRS is coming out of its silos. Between July 15 and September, the IRS will audit several hundred high-income individuals and one or more related entities, typically one or more pass-throughs. This action will require a coordinated and appropriate response by the taxpayer and his or her advisors and the advisors of the related partnerships...

As anticipated at the onset of the COVID-19 pandemic, there has been a significant uptick in cyber fraud. Cyber criminals are opportunistic and taking advantage of companies at their most vulnerable. This is a result of unique risk factors that have been heightened with the rapid shift to remote working arrangements. In this webinar with accom...

As businesses navigate their way through the COVID-19 landscape that includes knowing how to handle complex legal and operational decisions, this roadmap provides details on effective dates and analysis of essential or critical businesses, as well as details the impact of emergency orders across numerous industries.